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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 15 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping | $10,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,313 | $65,092-71.9% | $143,799-87.3% | $66,938-72.6% |
| Participation rate | 55.4% | 65.2%-9.8pp | 80.3%-24.9pp | 69.8%-14.4pp |
| Annual return | -13.82% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,561 | $2,362+8.4% | $4,952-48.3% | $2,545+0.6% |
| Participant deferral / active EE | $3,281 | $2,920+12.3% | $5,638-41.8% | $4,238-22.6% |
| Admin fee / account holder | $56 | $502-88.9% | $14,677-99.6% | $594-90.6% |